Other · DOL Form 5500 · 2024

Godfrey Memorial Library Retirement Plan

Data updated 2026-08-25

$49K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$49,235
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Godfrey Memorial Library Tax Deferred Annuity Plan · Sponsored by Godfrey Memorial Library · Connecticut · Arts, Entertainment & Recreation

$49K in assets, 1 participants

Godfrey Memorial Library's Godfrey Memorial Library Tax Deferred Annuity Plan reported $49K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 4th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #256 in Arts, Entertainment & Recreation (2,921 peers)

What the 2024 filing shows

Godfrey Memorial Library Tax Deferred Annuity Plan holds $49K for 1 participant - about $49,235 per participant, among the smaller plans by assets on file.

#256
in Arts, Entertainment & Recreation (2,921 peers)
-2.8%
assets change YoY

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Godfrey Memorial Library Tax Deferred Annuity Plan among the smaller filed plans by assets

Godfrey Memorial Library Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$49,235 4th percentile higher than 4% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Godfrey Memorial Library Tax Deferred Annuity Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Godfrey Memorial Library Tax Deferred Annuity Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Godfrey Memorial Library Tax Deferred Annuity Plan reported net income fell from $27 in the plan year 2023 filing to -$1K in the plan year 2024 filing.
  • Godfrey Memorial Library Tax Deferred Annuity Plan end-of-year assets fell from $51K in the plan year 2023 filing to $49K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060655485 · Godfrey Memorial Library PY 2024 · Other

Godfrey Memorial Library Tax Deferred Annuity Plan · $49K · 1 · 4th

  • PART $49K
  • TYPE 1
  • NET 4th
  • BOOK Other
  • VS-ST near Blazesports America Tax Deferred Annuity
  • BOY ind #256

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in Connecticut →

Godfrey Memorial Library Tax Deferred Annuity Plan in the asset neighbourhood

Godfrey Memorial Library Tax Deferred Annuity PlanGodfrey Memorial Library Tax…$49KBlazesports America Tax Deferred AnnuityBlazesports America Tax Defe…$50KMorrow Valley Ranch Investment PlanMorrow Valley Ranch Investme…$50KOhio South Youth Soccer Association 403(b) PlanOhio South Youth Soccer Asso…$47KFamily Endeavors 403b Retirement PlanFamily Endeavors 403b Retire…$53K
End-of-year total assets ($M) among Godfrey Memorial Library Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$51K
Net Assets (End of Year)$49K
Net Income-$1K
Employer EIN060655485
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Godfrey Memorial Library)

Sponsor-wide plan assets over time

All Godfrey Memorial Library plans reported in each filing year

Latest sponsor-wide plan assets
$49K 2.7668062248202863% vs 2022
2024 filing year
$0.05M 202220232024 $0.05M $0.05M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $51K
2023 1 1 $51K
2024 1 1 $49K

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

Godfrey Memorial Library Tax Deferred Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Godfrey Memorial Library Tax Deferred Annuity Plan, Total assets ($B): 0.000049235 · Participants: 1Godfrey Memorial Library Tax Deferred Annuity PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
Godfrey Memorial Library Tax Deferred Annuity Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Godfrey Memorial Library Tax Deferred Annuity Plan side-by-side with 3 peers →

Godfrey Memorial Library Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Blazesports America Tax Deferred Annuity in GA ($50K); by covered participants it is Mishas Holdings 401(k) in FL (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Godfrey Memorial Library Tax Deferred Annuity Plan assets move in 2024? ▼
Godfrey Memorial Library Tax Deferred Annuity Plan edged down modestly - down 2.8% during 2024, from $51K to $49K. Reported net income was -$1K.
How have Godfrey Memorial Library plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Godfrey Memorial Library's sponsor-wide assets declined 2.8%, from $51K to $49K.
Where does Godfrey Memorial Library Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Godfrey Memorial Library Tax Deferred Annuity Plan ranks in the 4th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Godfrey Memorial Library Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Blazesports America Tax Deferred Annuity in GA ($50K, 2 participants).
Which Other plans cover a similar participant headcount to Godfrey Memorial Library Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Mishas Holdings 401(k) in FL (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060655485.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.